Verified
Mark Scherer is a financial advisor who has been in the industry since 1992. Mark is registered with Brookstone Capital Management LLC in Nebraska and Iowa and has previously worked with Cambridge Investment Research, Inc., ING Financial Partners, Inc., New England Securities, and NYLIFE Securities Inc.. Mark is a Chartered Financial Consultant and has passed the Series 6, 7, 22, 63, and 65 exams. Mark specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Mark is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
11/04/2019 - Present
Brookstone Capital Management LLC (Omaha NE)
NE
01/02/2014 - 10/28/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (VALLEY NE)
NE
02/11/2006 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (VALLEY NE)
NY
07/09/2004 - 03/08/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/14/1992 - 07/22/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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